To provide oversight in a wide variety of specialized administrative and financial functions for the Division of University Advancement and the CSU Channel Islands Foundation.
Perform activities related to developing and implementing the policies, procedures, and operational guidelines of the Division of University Advancement and the CI Foundation for fiscal and budgetary planning, analysis and management. Ensure that division and Foundation financial records are complete, accurate, and in conformance with established policies and procedures and generally accepted accounting standards. Review monthly, quarterly and annual reports and financial data; prepare journal entries; and maintain files and records for financial statements, resolve problems associated to entries or deviations from established procedures. Review the Foundation's financial statements and reporting packages under the provisions of the Financial Accounting Standards Board and the Governmental Accounting Standards Board. Assist with annual audit documents. Assist with submitting Foundation data reports to external agencies. Review the Foundation's tax return for compliance with IRS and State code. Assist the VP, Business and Financial Affairs with coordinating, preparing documents, liaison to advisors associated with the Foundation's endowment activities and attend Foundation Finance Committee meetings to include presenting financial updates. Recommend, document, and implement changes in accordance with new accounting standards, CSU guidelines and state guidelines. Provide work direction for: expenditure process coordination, budget planning; tracking; monitoring; and reconciliation and ensure timely month- and year-end activities. Conduct independent program and policy research and take the lead in developing and communicating operations policies and procedures, analysis, reporting, and evaluation. Advise on finance and budget policies and procedures related to operational functions. Conduct research and analysis to project fiscal needs and provide regular analysis and recommendations on utilizing funds. Perform budget analysis, review budget allocations, reports, and data for accuracy against PeopleSoft. Perform fund management, research donations and expenditures, and report errors for accurate recording. Provide quarterly budget analysis to the VP, University Advancement. Determine availability and amounts of Foundation scholarships to be awarded annually. Serve as the liaison to outside agencies and on campus entities for all Advancement accounting and budget/analysis issues. Prepare financial documents and reports, organize meetings, prepare materials, and provide follow-up research for Advancement and departments with Foundation funds. Plan and coordinate event logistics as they relate to accepting on-site funds, processing auction items, financial analysis, implementation, follow-up documentation and accounts payable. Coordinating closely with Advancement staff, take a lead role in developing, executing, and adhering to contractual obligations with on-campus departments and outside vendors. Provide assistance for Advancement events. Prepare clear and concise correspondence, reports, and memorandums; resolve administrative and office operational issues; develop working knowledge of the campus to provide assistance to potential donors and visitors in general; interface with University staff, Board members, volunteers, donors, vendors; maintain confidentiality of database information; establish and maintain departmental budget files; operate a variety of office machinery including copiers, printers, and facsimiles, and provide assistance to staff members as necessary. Train and provide guidance to student assistants supporting accounting and Advancement operations roles. Assist Advancement staff with various administrative duties and by coordinating financial services for special events, as assigned, for the Division of University Advancement. Perform other duties as assigned.
REQUIREMENTS OF POSITION:
Minimum of four years of budgetary experience, with two years or longer in a non-profit or education fundraising environment preferred.
Bachelor's degree in accounting or related field or equivalent. CPA or Master's degree preferred.
Five years of professional level accounting experience in a high volume automated accounting department, higher education experience, or not-for-profit preferred.
Strong demonstrated knowledge of general accounting functions to include applicable rules, regulations, internal controls and generally accepted accounting principles required.
Must possess excellent communication and interpersonal skills, with a history of effectively working both within a work team and with other work teams.
Must have excellent computer and analytical skills.
Must be a highly motivated self-starter with the ability to work with minimal supervision.
Must have experience with budget planning, analysis, implementation and management.
Must have a thorough knowledge of: English grammar, spelling and punctuation; office methods; basic financial procedures and practices.
Proficient in Microsoft Office especially Word, Excel, and Outlook.
Experience with financial accounting programs such as PeopleSoft and Hyperion software.
Experience with The Raiser's Edge software or comparable constituent relationship management software used in a fundraising environment preferred.
Must have the ability to: interpret and apply a variety of complex policies and procedures; use effective problem solving and good interpersonal skills; handle multiple tasks simultaneously; set priorities and meet deadlines; draft and prepare clear and accurate memoranda and correspondence; and learn new office technology systems and software packages.
This position has delegated responsibility to make, participate in, or influence decisions regarding the total enrollment of the university and must file FPPC declaration (Form 700).
A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with the CSU. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current CSU employees who apply for the position.
The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
To apply, an online application must be completed at www.csucijobs.com. If you are in need of a reasonable accommodation or any other type of assistance with the application process please contact California State University Channel Islands Human Resources Programs at (805) 437-8490.
California State University Channel Island is an Affirmative Action/Equal Opportunity Employer. We consider qualified applicants for employment without regard to race, religion, color, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, genetic information, medical condition, disability, marital status, or protected veteran status.